Jun 06, 2022

EOFY Planning

The end of financial year is agreat opportunity where a financial adviser can add value to your financial position.

Here are some fact sheets explaining the different opportunities which can help reduce tax:

To help you complete your tax return, including if you've been working from home, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office when lodging your return.

Speak to your Accountant or Tax Professional for information and assistance with different tax offsets and deductions which you may be entitled to claim.

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The information contained on this article is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Taxation, legal and other matters referred to on this website are of a general nature only and are based on Calder Wealth Management’s interpretation of laws existing at the time and should not be relied upon in place of appropriate professional advice. Those laws may change from time to time.

Calder specialises in wealth management with a focus on advice, investment, sustainability, insurance and finance.